Store and manage a digital record of important documents, passwords, and end-of-life plans. Accessible 24/7 in the event of any emergency. Securely and easily, share information about finances, insurance, estate plan and funeral wishes with family and loved ones.
What Is the Legacy Vault?
Your Documents, Protected & Ready When Needed
The Legacy Vault is a secure, cloud-based storage solution designed to keep your estate planning documents organized, accessible & safe. Whether you're at home or on the go, your important files are just a click away.
With features like co-owner access, flexible permissions & unlimited uploads, the Legacy Vault ensures that your loved ones can easily find and use the documents they need, when they need them most.
Share control of your vault with a trusted individual, ensuring that someone you trust has access to manage your documents alongside you.
Flexible Access for Your Authorized Users
Grant specific permissions to family members, executors or advisors, allowing them to view or manage selected documents as needed.
A Secure, Encrypted Account You Can Trust
Your documents are protected with advanced encryption, safeguarding your sensitive information against unauthorized access.
Unlimited Digital Document Uploads
Store all your estate planning documents in one place, with no limits on the number of files you can upload.
More Than Just Storage
Why Choose the Legacy Vault?
24/7 Access
Retrieve your documents anytime, anywhere.
User-Friendly Interface
Navigate and manage your files with ease.
Real-Time Updates
Keep your documents current with instant uploads.
Collaborative Sharing
Work with family or advisors seamlessly.
Version Control
Maintain a history of document changes.
Mobile Compatibility
Access your vault from any device.
Secure Backup
Your data is backed up regularly for safety.
Dedicated Support
Get assistance whenever you need it.
Got Questions?
Legacy Vault FAQs
How secure is the Legacy Vault?
The Legacy Vault uses advanced encryption protocols to protect your documents. Regular security audits and backups ensure that your data remains safe and accessible only to authorized users.
Can I share access with multiple people?
Yes, you can grant access to multiple trusted individuals, assigning specific permissions to each. This allows for collaborative management of your estate documents.
What types of documents can I store?
You can store a wide range of documents, including wills, trusts, power of attorney forms, medical directives, property deeds and more. The vault supports various file formats for your convenience.
Is there a limit to how many documents I can upload?
No, the Legacy Vault offers unlimited storage, allowing you to upload as many documents as you need to keep your estate plan comprehensive and up-to-date.
How do I access my Legacy Vault?
Access your vault through our secure online portal using your unique login credentials. The platform is compatible with desktops, tablets and smartphones for on-the-go convenience.
Need Assistance with Your Vault?
If you have questions about setting up or managing your Legacy Vault, our support team is here to help. Reach out anytime for guidance and peace of mind.
